Avantax Planning Partners’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Sell |
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|
2025
Q2 | $594K | Sell |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $453K | Sell |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $379K | Hold |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $408K | Sell |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $326K | Buy |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $357K | Buy |
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|
2019
Q3 | $330K | Sell |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $338K | Buy |
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|
2018
Q3 | $180K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $366K | Sell |
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|
2017
Q3 | $450K | Sell |
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|
2017
Q2 | $428K | Sell |
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|
2017
Q1 | $471K | Sell |
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|
2016
Q4 | $525K | Buy |
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